消息面上，栢能集团公布，撤回上市的决议已获股东投票正式通过，预计股份于港交所买卖最后日期为 2026年1月8日。据悉，公司于9月12日向港交所提交申请，从港交所主板自愿撤回股份上市。公司从港 交所除牌后将保留其股份于新加坡交易所现有主要上市地位。公开资料显示，栢能集团为全球第二大 GPU显卡生产厂，旗下的索泰品牌为英伟达全球核心AIC合作伙伴。 栢能集团(01263)现涨近5%，截至发稿，涨4.82%，报6.53港元，成交额2053.92万港元。 ...

Group 1 - The core point of the article is that Baidu Group (01263) plans to voluntarily withdraw its listing from the Hong Kong Stock Exchange and will primarily list on the Singapore Exchange instead [1] - Baidu Group's stock fell nearly 6% towards the end of trading, closing down 5.71% at HKD 5.95, with a trading volume of HKD 35.43 million [1] - The company is currently dual-listed on both the Hong Kong and Singapore exchanges [1] Group 2 - Baidu Group is the world's second-largest GPU graphics card manufacturer, focusing on the design, development, and manufacturing of graphics display cards [1] - The company provides manufacturing services for well-known computer brands globally and its Zotac brand is a core AIC partner of NVIDIA [1] - For the first half of the year, Baidu Group reported revenue of HKD 6.355 billion, representing a year-on-year increase of 28.5%, and a profit attributable to shareholders of HKD 250.4 million, up 29.0% year-on-year [1]

Group 1 - Company shares fell nearly 6% at the close, trading at 5.95 HKD with a transaction volume of 35.43 million HKD [1] - The company submitted an application to voluntarily withdraw its shares from the Hong Kong Stock Exchange on September 12, retaining its primary listing status on the Singapore Exchange [1] - The company is currently dual-listed on both the Hong Kong and Singapore exchanges [1] Group 2 - The company is the world's second-largest GPU graphics card manufacturer, focusing on the design, development, and manufacturing of graphics display cards [1] - The company provides manufacturing services for well-known computer brands globally, with its Zotac brand being a core AIC partner of NVIDIA [1] - For the first half of the year, the company reported revenue of 6.355 billion HKD, a year-on-year increase of 28.5%, and a profit attributable to shareholders of 250.4 million HKD, up 29.0% year-on-year [1]

Core Viewpoint - Junwei Electronics (301458) has established stable partnerships with well-known industry OEMs, indicating a strong position in the market for GPU graphics cards and power supply modules [1] Group 1 - The company responded to investor inquiries on August 8, confirming its collaboration with reputable OEMs in the industry [1] - The products of the company are applicable in GPU graphics cards and power supply modules, showcasing its diverse product offerings [1] - The company advised stakeholders to monitor future periodic announcements for specific supply details [1]

Core Viewpoint - The article highlights the rapid growth and potential of the computing power market, particularly focusing on the significant contract signed by BlueYun Technology, which could substantially boost its revenue and market position [2][3]. Group 1: Company Overview - BlueYun Technology, established in 2004 and listed on the New Third Board in 2017, has transitioned from traditional IT services to becoming a GPU computing power cloud service provider since 2020 [3]. - The company's revenue has seen a remarkable increase, growing from under 200 million to over 400 million in recent years, with a current market capitalization exceeding 1.5 billion [3]. Group 2: Major Contracts and Collaborations - BlueYun Technology's subsidiary, Beijing Sanyou Technology, signed a cloud service agreement worth 3.707 billion (including tax) with Company X, which is expected to significantly impact the company's financials [2]. - The company has also entered into several strategic partnerships with A-share companies, including a 1.39 billion contract with China Mobile Beijing and a 672 million contract with a joint venture with Zhejiang Wenhuan [4][5]. Group 3: Market Trends and Projections - The computing power service market is experiencing heightened interest due to the booming demand for AI and related technologies, with IDC predicting that China's intelligent computing scale will reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028 [6]. - The overall market for intelligent computing services in China is projected to grow to 7.95 billion by 2025, with a compound annual growth rate of 57.3% from 2023 to 2028 [6].